# Internal Knowledge Concierge

Canonical: https://synconai.com/ai-agents/internal-knowledge-concierge

Type: Employee AI Agent for Salesforce · Category: Employee and internal ops · Status: Coming soon · Works with your team

An Agentforce Employee Agent that answers internal questions by searching documents in a Data Library, wiki and drive content through MCP server tools, and Slack history, then returns one short answer with up to three linked sources.

Outcome: Staff finding past quotes, approaches and decisions in seconds, with a clear note when sources conflict or nothing is found.

- Works with: All staff, with value for sales, delivery and new hires
- Where: Slack (primary), Lightning Experience agent panel
- Runs on: Agentforce, Data 360 and Data Library, Slack for Salesforce, an MCP server for your wiki or drive (from AgentExchange or your own), Prompt Builder
- Best fit: Professional services, agencies and software firms with knowledge spread across tools

## How it works

- **Find answers.** Search every active source, compose a cited answer and log it.
- **Rate and log.** Record whether the answer helped and escalate unanswered questions.

## The rules it follows

- Respect source permissions. Prefer per-user authentication for the MCP server so each person only sees what they can already open.
- An answer needs at least 1 source. With none, reply "I could not find this in the connected sources" and log Status No answer.
- If sources conflict, show both with dates and say they conflict. Do not pick one.
- Never use knowledge outside the returned extracts.
- Do not surface customer personal data found in Slack messages.
- Log every question for review. Questions rated Not helpful twice go to the knowledge owner.

## What we need from you

- Agentforce, Data 360, Slack for Salesforce and an MCP server for your wiki or drive.
- The source list, the Restricted labels and a knowledge owner.

## Not included

- Indexing every system you own.
- Editing or creating wiki pages.
- Real-time sync guarantees for source content.
- Answering from sources the user cannot open.

## FAQ

### What does the Internal Knowledge Concierge do?

An Agentforce Employee Agent that answers internal questions by searching documents in a Data Library, wiki and drive content through MCP server tools, and Slack history, then returns one short answer with up to three linked sources. Staff finding past quotes, approaches and decisions in seconds, with a clear note when sources conflict or nothing is found.

### Which Salesforce products does it run on?

Agentforce, Data 360 and Data Library, Slack for Salesforce, an MCP server for your wiki or drive (from AgentExchange or your own), Prompt Builder. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Slack (primary), Lightning Experience agent panel.

### What does it not do?

Indexing every system you own; Editing or creating wiki pages; Real-time sync guarantees for source content; Answering from sources the user cannot open.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us